vs
盖尔斯(GES)与Reddit, Inc.(RDDT)财务数据对比。点击上方公司名可切换其他公司
盖尔斯的季度营收约是Reddit, Inc.的1.1倍($791.4M vs $725.6M),Reddit, Inc.净利率更高(34.7% vs 3.2%,领先31.4%),Reddit, Inc.同比增速更快(69.7% vs 7.2%),Reddit, Inc.自由现金流更多($263.6M vs $-56.3M),过去两年Reddit, Inc.的营收复合增速更高(72.8% vs -5.8%)
盖尔斯是美国知名服饰品牌企业,以标志性的黑白风格广告广为人知。除核心服饰产品外,品牌还通过品牌授权模式推出腕表、珠宝、香水、包袋、鞋履等各类时尚配饰,在全球时尚消费市场拥有较高知名度。
Reddit是美国知名的社交新闻聚合与论坛类社交媒体平台,注册用户可发布链接、文字帖、图片、视频等各类内容,其他用户可对内容进行点赞或点踩,内容按主题归类到用户创建的子板块中,获赞更高的内容会排在板块前列,热度足够的内容还将展示在全站首页。
GES vs RDDT — 直观对比
营收规模更大
GES
是对方的1.1倍
$725.6M
营收增速更快
RDDT
高出62.5%
7.2%
净利率更高
RDDT
高出31.4%
3.2%
自由现金流更多
RDDT
多$320.0M
$-56.3M
两年增速更快
RDDT
近两年复合增速
-5.8%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $791.4M | $725.6M |
| 净利润 | $25.6M | $251.6M |
| 毛利率 | 42.5% | 91.9% |
| 营业利润率 | 2.9% | 31.9% |
| 净利率 | 3.2% | 34.7% |
| 营收同比 | 7.2% | 69.7% |
| 净利润同比 | 209.6% | 254.2% |
| 每股收益(稀释后) | $0.48 | $1.24 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比,按日历期对齐,财年错位的公司也能正确匹配
营收
GES
RDDT
| Q4 25 | $791.4M | $725.6M | ||
| Q3 25 | $772.9M | $584.9M | ||
| Q2 25 | $647.8M | $499.6M | ||
| Q1 25 | $932.3M | $392.4M | ||
| Q4 24 | $738.5M | $427.7M | ||
| Q3 24 | $732.6M | $348.4M | ||
| Q2 24 | $591.9M | $281.2M | ||
| Q1 24 | $891.0M | $243.0M |
净利润
GES
RDDT
| Q4 25 | $25.6M | $251.6M | ||
| Q3 25 | $6.2M | $162.7M | ||
| Q2 25 | $-32.9M | $89.3M | ||
| Q1 25 | $81.4M | $26.2M | ||
| Q4 24 | $-23.4M | $71.0M | ||
| Q3 24 | $-10.6M | $29.9M | ||
| Q2 24 | $13.0M | $-10.1M | ||
| Q1 24 | $115.3M | $-575.1M |
毛利率
GES
RDDT
| Q4 25 | 42.5% | 91.9% | ||
| Q3 25 | 42.5% | 91.0% | ||
| Q2 25 | 39.9% | 90.8% | ||
| Q1 25 | 44.1% | 90.5% | ||
| Q4 24 | 43.6% | 92.6% | ||
| Q3 24 | 43.7% | 90.1% | ||
| Q2 24 | 41.9% | 89.5% | ||
| Q1 24 | 45.4% | 88.6% |
营业利润率
GES
RDDT
| Q4 25 | 2.9% | 31.9% | ||
| Q3 25 | 2.3% | 23.7% | ||
| Q2 25 | -5.1% | 13.6% | ||
| Q1 25 | 11.1% | 1.0% | ||
| Q4 24 | 5.7% | 12.4% | ||
| Q3 24 | 6.5% | 2.0% | ||
| Q2 24 | -3.4% | -11.0% | ||
| Q1 24 | 16.3% | -242.5% |
净利率
GES
RDDT
| Q4 25 | 3.2% | 34.7% | ||
| Q3 25 | 0.8% | 27.8% | ||
| Q2 25 | -5.1% | 17.9% | ||
| Q1 25 | 8.7% | 6.7% | ||
| Q4 24 | -3.2% | 16.6% | ||
| Q3 24 | -1.4% | 8.6% | ||
| Q2 24 | 2.2% | -3.6% | ||
| Q1 24 | 12.9% | -236.7% |
每股收益(稀释后)
GES
RDDT
| Q4 25 | $0.48 | $1.24 | ||
| Q3 25 | $0.12 | $0.80 | ||
| Q2 25 | $-0.65 | $0.45 | ||
| Q1 25 | $1.29 | $0.13 | ||
| Q4 24 | $-0.47 | $4.76 | ||
| Q3 24 | $-0.28 | $0.16 | ||
| Q2 24 | $0.23 | $-0.06 | ||
| Q1 24 | $1.90 | $-8.19 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | ||
|---|---|---|
| 现金及短期投资手头流动性 | $154.2M | $953.6M |
| 总债务越低越好 | $299.5M | — |
| 股东权益账面价值 | $508.5M | $2.9B |
| 总资产 | $3.0B | $3.2B |
| 负债/权益比越低杠杆越低 | 0.59× | — |
8季度趋势,按日历期对齐
现金及短期投资
GES
RDDT
| Q4 25 | $154.2M | $953.6M | ||
| Q3 25 | $189.6M | $911.7M | ||
| Q2 25 | $151.2M | $734.1M | ||
| Q1 25 | $187.7M | $635.7M | ||
| Q4 24 | $140.9M | $562.1M | ||
| Q3 24 | $218.9M | $515.9M | ||
| Q2 24 | $241.7M | $468.0M | ||
| Q1 24 | $360.3M | $968.5M |
总债务
GES
RDDT
| Q4 25 | $299.5M | — | ||
| Q3 25 | $258.4M | — | ||
| Q2 25 | $241.7M | — | ||
| Q1 25 | $150.7M | — | ||
| Q4 24 | $238.3M | — | ||
| Q3 24 | $187.8M | — | ||
| Q2 24 | $196.9M | — | ||
| Q1 24 | $28.2M | — |
股东权益
GES
RDDT
| Q4 25 | $508.5M | $2.9B | ||
| Q3 25 | $487.6M | $2.6B | ||
| Q2 25 | $483.6M | $2.4B | ||
| Q1 25 | $505.0M | $2.2B | ||
| Q4 24 | $450.7M | $2.1B | ||
| Q3 24 | $491.2M | $2.0B | ||
| Q2 24 | $565.5M | $1.9B | ||
| Q1 24 | $684.9M | $1.8B |
总资产
GES
RDDT
| Q4 25 | $3.0B | $3.2B | ||
| Q3 25 | $3.0B | $2.9B | ||
| Q2 25 | $2.9B | $2.6B | ||
| Q1 25 | $2.8B | $2.4B | ||
| Q4 24 | $2.8B | $2.3B | ||
| Q3 24 | $2.8B | $2.2B | ||
| Q2 24 | $2.7B | $2.1B | ||
| Q1 24 | $2.6B | $2.0B |
负债/权益比
GES
RDDT
| Q4 25 | 0.59× | — | ||
| Q3 25 | 0.53× | — | ||
| Q2 25 | 0.50× | — | ||
| Q1 25 | 0.30× | — | ||
| Q4 24 | 0.53× | — | ||
| Q3 24 | 0.38× | — | ||
| Q2 24 | 0.35× | — | ||
| Q1 24 | 0.04× | — |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | ||
|---|---|---|
| 经营现金流最新季度 | $-39.5M | $266.8M |
| 自由现金流经营现金流 - 资本支出 | $-56.3M | $263.6M |
| 自由现金流率自由现金流/营收 | -7.1% | 36.3% |
| 资本支出强度资本支出/营收 | 2.1% | 0.4% |
| 现金转化率经营现金流/净利润 | -1.54× | 1.06× |
| 过去12个月自由现金流最近4个季度 | $62.5M | $684.2M |
8季度趋势,按日历期对齐
经营现金流
GES
RDDT
| Q4 25 | $-39.5M | $266.8M | ||
| Q3 25 | $74.9M | $185.2M | ||
| Q2 25 | $-73.4M | $111.3M | ||
| Q1 25 | $183.2M | $127.6M | ||
| Q4 24 | $-83.3M | $90.0M | ||
| Q3 24 | $44.7M | $71.6M | ||
| Q2 24 | $-22.9M | $28.4M | ||
| Q1 24 | $289.5M | $32.1M |
自由现金流
GES
RDDT
| Q4 25 | $-56.3M | $263.6M | ||
| Q3 25 | $53.4M | $183.1M | ||
| Q2 25 | $-95.3M | $110.8M | ||
| Q1 25 | $160.7M | $126.6M | ||
| Q4 24 | $-105.4M | $89.2M | ||
| Q3 24 | $24.3M | $70.3M | ||
| Q2 24 | $-44.0M | $27.2M | ||
| Q1 24 | $267.8M | $29.2M |
自由现金流率
GES
RDDT
| Q4 25 | -7.1% | 36.3% | ||
| Q3 25 | 6.9% | 31.3% | ||
| Q2 25 | -14.7% | 22.2% | ||
| Q1 25 | 17.2% | 32.3% | ||
| Q4 24 | -14.3% | 20.8% | ||
| Q3 24 | 3.3% | 20.2% | ||
| Q2 24 | -7.4% | 9.7% | ||
| Q1 24 | 30.1% | 12.0% |
资本支出强度
GES
RDDT
| Q4 25 | 2.1% | 0.4% | ||
| Q3 25 | 2.8% | 0.4% | ||
| Q2 25 | 3.4% | 0.1% | ||
| Q1 25 | 2.4% | 0.2% | ||
| Q4 24 | 3.0% | 0.2% | ||
| Q3 24 | 2.8% | 0.4% | ||
| Q2 24 | 3.6% | 0.4% | ||
| Q1 24 | 2.4% | 1.2% |
现金转化率
GES
RDDT
| Q4 25 | -1.54× | 1.06× | ||
| Q3 25 | 12.00× | 1.14× | ||
| Q2 25 | — | 1.25× | ||
| Q1 25 | 2.25× | 4.88× | ||
| Q4 24 | — | 1.27× | ||
| Q3 24 | — | 2.40× | ||
| Q2 24 | -1.76× | — | ||
| Q1 24 | 2.51× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
GES
| Products | $760.3M | 96% |
| Royalty | $31.1M | 4% |
RDDT
| Advertising | $689.7M | 95% |
| Other Revenue | $35.9M | 5% |